Proven Strategies to Build Wealth, Protect Your Portfolio, and Thrive in Any Market
The Journey to Wealth (Revised & Updated 2025) is your award-winning roadmap to financial independence—no matter what the market does. Wealth manager James Demmert shares his SMART investing philosophy, developed over 40 years, to help you grow returns while minimizing risk and avoiding catastrophic losses.
You’ll discover how to:
- Spot winning stocks while avoiding overpriced or declining ones
- Time your investments to market and business cycles
- Protect your portfolio using Active Risk Management tools
- Navigate the risks of bonds, ETFs, and even cryptocurrency
- Decide when to ride bull markets and when to exit before downturns
James Demmert explains why mutual funds, index funds, and other managed assets can be risky, with high fees and no way to limit losses like stop-loss orders in stocks.
Packed with clear explanations, charts, and actionable steps, The Journey to Wealth gives you the confidence and strategy to achieve your financial goals—without relying on “buy-and-hold” myths or Wall Street hype.
"The Journey to Wealth” strikes a winning combination: authoritative information written by a polished professional presented in a highly digestible, extremely attractive, high-quality package. – Foreword Reviews
Winner:
Business - Motivational / Indie Excellence Book Awards
Finalist: Business / Next Generation Indie Book Awards
Finalist Business: Personal Finance - Investing / USA Best Book Award
Honorable Mention: Business / New York Book Festival
James E. Demmert has been managing investment portfolios for institutional and individual investors for over 30 years. He is a seasoned wealth manager and is experienced in the areas of retirement, financial, estate and tax planning. He has authored numerous articles on finance and investment management and his work has appeared in many financial publications including The Wall Street Journal, Barron’s, BusinessWeek and Fortune. James’ past experience includes positions with LF Rothschild and Lehman Brothers before founding Main Street Research, a registered investment advisor, in 1993. He is a graduate of Harvard University.